Technical Note | HBS Case Collection | July 2010

Note on the Asset Management Industry

by Clayton S. Rose and Scott Waggoner


This note provides an overview of the structure and function of the asset management industry, with a primary focus on the U.S. It was designed to support the HBS MBA course "Managing the Financial Firm."

Keywords: Asset Management; Business or Company Management; Industry Structures; Financial Services Industry; United States;


Rose, Clayton S., and Scott Waggoner. "Note on the Asset Management Industry." Harvard Business School Technical Note 311-013, July 2010.